07/17/2023
The review was prompted by the presence of inactive wealth management clients with assets under $1 million, which led to a reassessment of the business.
07/17/2023
In addition, Daniel Hunziker has been President of the Zurich Banking Association since 2019.
07/17/2023
This compares to the IFRS net loss after tax of CHF 275.2 million for the first half of 2022.
07/17/2023
Client updates and reports, performance reporting, account aggregation, billing and invoicing as well as portfolio monitoring services are available on the Blueleaf platform.
07/17/2023
Gresham House shareholders will receive 11.05 pounds cash for each share held, Searchlight said, representing a 62.5% premium to the stock's last closing price.
07/17/2023
Swiss group echoes sentiment expressed by UK group’s chief executive last week.
07/17/2023
Wealth assets generally shrink in the final month of a quarter from the previous month because of factors such as end-of-quarter assessments and maturity dates, he said.
07/17/2023
Money market assets will ‘flood fixed income market’
07/17/2023
LGT Capital Partners has surpassed its target of $750m for its fourth global venture capital fund.
07/17/2023
Hedgehog: News from the Côte d’Azur, the Devon coast, the high seas and London’s financial universe
07/17/2023
EY is taking over from PricewaterhouseCoopers (PwC), following UBS’s recent acquisition of Credit Suisse.
07/14/2023
The data also showed a 115% year-over-year increase in the hiring of capital-raising private wealth professionals at alternative asset managers from 2021 to 2022.
07/14/2023
He explains that China and the North Asia region represent immense opportunities for growth in international wealth management
07/14/2023
High-volume of nominations reflect Kestra’s ongoing commitment to providing superior service, cutting-edge technology, and a suite of resources to deliver value to its nationwide ecosystem of financial professionals
07/14/2023
The first Deutsche Bank CEO to receive the long-running award, Sewing was singled out for transforming the bank and advocating for financial integration in Europe.
07/14/2023
Recognised as industry leaders in enabling seamless investor voting and engagement for the fifth year running
07/14/2023
During the same period, the firm committed USD 5.0 billion to transformational investing across private markets asset classes globally and generated USD 5.4 billion in portfolio realizations.
07/14/2023
These positive performance indicators show that our business is well positioned to grow in the current environment.
07/14/2023
In 2023, BNP Paribas took another significant step and ceased all financing dedicated to the development of new oil and gas exploration-production activities.
07/14/2023
The wealth and investment management arm of Wells Fargo saw revenue drop 2% year-on-year in Q2 2023, from $3,705m to $3,681m.